-7.8%
ALK vs PTEN
+85.6%
-93.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.4% | -7.2% | -3.9% |
| 7D | +0.9% | +7.2% | -6.3% | +3.9% |
| 30D | +3.3% | -7.4% | +10.7% | +1.3% |
| 3M | -17.6% | -2.4% | -15.2% | -16.7% |
| 6M | +0.8% | -10.0% | +10.8% | +0.9% |
| YTD | -22.4% | +79.7% | -102.1% | -30.4% |
| All | -7.8% | +85.6% | -93.3% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling